After logging in, each user is presented with their home page. By default,
this page displays a report displaying the records assigned to the user and the
records reported by the user.

Home Page Reports

The Tracker Home Page displays reports
generated by saved queries or charts. Any saved query or
saved chart can be displayed on the Home Page.
The saved queries and charts that can be displayed for
each particular user depend on the user type
(non-Restricted or Restricted) and on the user's group
membership.

Up to three reports can be displayed on the
Home Page.
The results of each report are generated by the saved query or
saved chart selected.
The format of each report (e.g. column headings, sort order, chart properties)
is determined by the saved report layout or saved chart layout associated with the saved query
or chart selected.

By default in most Tracker templates, the following saved group
queries are displayed on the Home Page:

For non-Restricted users

The First Home Page Report is called "Assigned To Me" and is generated
by a saved group query called "Assigned To Me [Users]". This saved group
query is accessible to all non-Restricted users and returns all records assigned
to the user currently logged into Tracker. The saved report
layout associated with this report is called "Home Report 1 [Users]".

The Second Home Page Report is called "Reported By Me" and is generated by
a saved group query called "Reported By Me [Users]". This saved group
query is accessible to all non-Restricted users and returns all records
added by the user currently logged into Tracker. The saved report
layout associated with this report is called "Home Report 2 [Users]".

For Restricted users
The First Home Page Report is called "Added By Me [RestrictedUsers]".
The saved report layout associated
with this saved query is "Added By Me [RestrictedUsers]".

Customizing the Home Page

The following elements of the Home Page reports can be customized. Click on one of
the items listed below to see details:

Selecting a Saved Query or Chart for one of the Home Page Reports
To temporarily select a different saved query or chart to be displayed for any of the
Home Page reports while you are logged in, you can click on the pulldown menu
displayed at the top of
one of the Home Page reports. All personal and group saved queries and / or
saved charts to which you have
access will be displayed in the pulldown.

To select a different saved query or chart to be displayed for any of the Home Page
reports by default when you log in, you can select the
reports by clicking on the
Personal Preferences link in the upper right corner of the Home Page.
In the
Personal Preferences page, scroll down to the Report Settings section.
Select one of the saved queries or saved charts listed in the pulldown menu for either the
First , Second, or Third Home Page Report fields. Click
OK to save your selection. You also have the option to select "<No Report>"
for the Second and Third Home Page Report fields.

To set the Home Page reports to be displayed by default when any new
user accounts are added to the workgroup, set the First, Second, and Third Home Page
Report fields in the User Preferences
section.

You also have the option of creating your own saved query or saved chart to be
used as one of the Home Page reports. Instructions for creating a new saved query
can be found in the Using Saved
Queries & Reports Help section. Steps for creating a new saved chart
can be found in the Metrics Help section.

Changing the criteria used to generate a Saved Query or Saved Chart displayed
as one of the Home Page Reports
To modify the criteria in a Saved Query, review the
information in the section Edit a Saved
Query. To modify the criteria in a Saved Chart, review the information in the
section Edit a Saved Chart section.

When a Saved Query is selected as one of the Home Page Report, the way this report
is displayed (columns, field order, sort order) on the Home Page is based on the
settings of the saved report layout associated with
the Saved Query selected. You can either choose a different report layout to be associated
with a Saved Query or you can edit the report layout already associated with a Saved Query.
For information on either of these options, please review the
Saved Reports section.

Similarly for the Saved Charts, each Saved Chart has a Chart Layout associated. You can choose
a different chart layout or edit an existing chart layout to change the chart's formats
(e.g. whether it is a bar chart or pie chart, whether it has a legend, etc.). Information on
Chart Layouts can be found in the
Metrics section.